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| Ridgeline Research LLC
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| |
|---|---|
| CRD # | 300807 |
| SEC # | 801-117858 |
| CIK # | |
| AUM | $80.3 MM (2024-02-20) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 30168571717121 |
| Address | 14961 Finegan Farm Dr Darnestown, MD 20874 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 80.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 80.3 |
| By Discretionary | ||
| Discretionary | 1 | 80.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 80.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 80.3 | |
| Total | 1 | 80.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
A Smarter Way to Invest Inc
✚
|
MI | 0.1 |
|
Baird Principal Group Management Company LLC
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|
WI | 0.1 |
|
Bretton Capital Management LLC
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|
CA | 0.1 |
|
Wavelength Capital Management LLC
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CT | 0.1 |
|
Rosemount Capital LLC
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NY | 0.1 |
|
CornerStone Capital Corp
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NY | 0.1 |
|
Trill Impact Advisory Inc
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|
NY | 0.1 |
|
OBP Capital LLC
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|
NC | 0.1 |
|
SPP Credit Advisors II LLC
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|
NY | 0.1 |
|
Amplify Endowment Management LLC
✚
|
NY | 0.1 |